Leisure Capital Management’s Southern Company SO Stock Holding History

Leisure Capital Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	10,554 +56	+0.5%	+$5.27K	0.32%	75
2026 Q1	$1.01M	Sell	10,498 -663	-6%	-$61.3K	0.35%	72
2025 Q4	$973K	Sell	11,161 -172	-2%	-$15.7K	0.32%	79
2025 Q3	$1.07M	Sell	11,333 -75	-0.7%	-$7K	0.37%	72
2025 Q2	$1.05M	Buy	11,408 +99	+0.9%	+$8.89K	0.39%	71
2025 Q1	$1.04M	Buy	11,309 +2,579	+30%	+$223K	0.43%	70
2024 Q4	$719K	Sell	8,730 -3,426	-28%	-$301K	0.28%	87
2024 Q3	$1.1M	Buy	+12,156	New	+$1.04M	0.47%	66

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Leisure Capital Management's SO Position: Q2 2026 in Review

Leisure Capital Management increased its Southern Company (SO) stake by 0.53% in Q2 2026, buying an estimated $5.27K and bringing the position to 10,554 shares worth $1.01M. The position accounts for 0.32% of the portfolio, ranked #75.

Leisure Capital Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Leisure Capital Management held 10,554 shares of Southern Company worth $1.01M as of Q2 2026.
Leisure Capital Management bought 56 Southern Company shares in Q2 2026, an estimated $5.27K.
Southern Company made up 0.32% of Leisure Capital Management's portfolio in Q2 2026, its #75 holding.
Leisure Capital Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Leisure Capital Management's Southern Company position peaked at $1.1M in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Leisure Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.